Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.02%
11.42%
6 Months
20.43%
35.03%
1 Year
14.98%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
20.69%
19.33%
Fund Age
2 yrs 8 mo
6 yrs 10 mo
AUM
₹320.35 Cr
₹2,975 Cr
Alpha – 1 Year
12.00%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
24.24%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.26
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.46
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−12.04%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 36% · S 51%
—
Number of Stocks
29
14
Portfolio P/E
40.22
25.70
Top 5 Holdings
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
—
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%